James C. Lu
Career history of James C. Lu
Former positions of James C. Lu
| Companies | Position | Start | End |
|---|---|---|---|
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Portfolio Manager-Equities | - | 06/08/2013 |
| Portfolio Manager-Fixed Income | - | 03/10/2011 |
Training of James C. Lu
| Kansas State University | Undergraduate Degree |
| University of Missouri | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
- Stock Market
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- James C. Lu
- Experience
